Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

1. plan assets, quarterly contributions

   By Gary, January 21, 2011
   • 2 replies
   • 1.2k views
   • 
   • Gary
   • January 25, 2011

2. 2010 Schedule SB

   By Gary, January 19, 2011
   • 5 replies
   • 1.8k views
   • 
   • david rigby
   • January 21, 2011

3. Change in Asset Method

   By abanky, January 21, 2011
   • 1 reply
   • 2.2k views
   • 
   • david rigby
   • January 21, 2011

4. Question 8c on Form 5300

   By Guest MKE, January 20, 2011
   • 2 replies
   • 1.2k views
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   • Guest
   • January 21, 2011

5. AFTAP and distributions

   By ombskid, January 21, 2011
   • 1 reply
   • 1.1k views
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   • david rigby
   • January 21, 2011

6. Fully Insured Plan terminates

   By SoCalActuary, January 12, 2011
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • January 19, 2011

7. Top 25 lump sum restrictions under 1.401(a)(4)-5(b)(3)

   By Guest MJ1, January 17, 2011
   • 4 replies
   • 3.1k views
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   • Guest
   • January 18, 2011

8. short plan year

   By Gary, January 13, 2011
   • 4 replies
   • 2.3k views
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   • Effen
   • January 14, 2011

9. return of contribution

   By Gary, January 10, 2011
   • 5 replies
   • 2.1k views
   • 
   • Belgarath
   • January 14, 2011

10. plan termination

    By Gary, January 13, 2011
    • 2 replies
    • 1k views
    • 
    • Gary
    • January 13, 2011

11. Deductible contribution

    By retbenser, January 13, 2011
    • 5 replies
    • 1.7k views
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    • retbenser
    • January 13, 2011

12. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • January 13, 2011

13. Actuarial valuation

    By Gary, September 29, 2010
    • 6 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2011

14. December 2010 FASB Discount Rates

    By Andy the Actuary, December 28, 2010
    • 5 replies
    • 2.2k views
    • 
    • Effen
    • January 12, 2011

15. Revised AFTAP

    By dmb, January 12, 2011
    • 0 replies
    • 1.1k views
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    • dmb
    • January 12, 2011

16. DB/DC cross-tested Combo

    By retbenser, January 11, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 11, 2011

17. Pension Report at termination of employment

    By Guest ebgroup, January 10, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 11, 2011

18. Fully Subsidized Benefit at Age 50

    By YankeeFan, January 8, 2011
    • 3 replies
    • 1.7k views
    • 
    • My 2 cents
    • January 10, 2011

19. Required Minimum Distributions

    By Andy the Actuary, January 7, 2011
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • January 7, 2011

20. Is this J&S Annuity Qualified?

    By Guest jfreeborn, January 6, 2011
    • 11 replies
    • 4.8k views
    • 
    • My 2 cents
    • January 7, 2011

21. Loan to union

    By Guest NYer, January 6, 2011
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 6, 2011

22. Need help finding correct FASB statement

    By Guest Pennysaver, January 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 5, 2011

23. Funding Target

    By Gary, January 5, 2011
    • 0 replies
    • 1.2k views
    • 
    • Gary
    • January 5, 2011

24. EGTRRA revisit

    By Gary, January 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • January 4, 2011

25. DB exemption from Excise Tax (nondeductible cont)

    By retbenser, January 3, 2011
    • 3 replies
    • 1.8k views
    • 
    • SoCalActuary
    • January 4, 2011

26. Form 5500 - annuity purchased by insurance co.

    By Dinosaur, January 4, 2011
    • 4 replies
    • 2k views
    • 
    • Dinosaur
    • January 4, 2011

27. Pop Up Factor Formula

    By Guest chrisb, January 3, 2011
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • January 3, 2011

28. DB plan - bankruptcy

    By fiona1, December 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • January 3, 2011

29. HEART, USERRA, and Differential Wage Payments

    By Guest ebenefits, January 3, 2011
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2011

30. Distribution of Small Benefits, AFTAP<60%

    By Andy the Actuary, January 2, 2011
    • 2 replies
    • 1.8k views
    • 
    • Andy the Actuary
    • January 3, 2011

31. Distributions Resulting from Fraud - Can a DB Plan Recover Amounts Paid to IRS?

    By lrc14, January 3, 2011
    • 0 replies
    • 889 views
    • 
    • lrc14
    • January 3, 2011

32. DB/DC Combined Deductibility

    By Andy the Actuary, January 2, 2011
    • 2 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • January 3, 2011

33. 2010 Gray Book Question

    By FAPInJax, December 31, 2010
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • January 1, 2011

34. Amendment to Vesting Schedule

    By emmetttrudy, March 3, 2010
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • December 31, 2010

35. Cash Balance Pay Credit

    By retbenser, December 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • retbenser
    • December 29, 2010

36. Cash Balance Testing

    By retbenser, December 29, 2010
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • December 29, 2010

37. Unwinding a Plan

    By Gary, June 17, 2008
    • 6 replies
    • 4.4k views
    • 
    • goldtpa
    • December 28, 2010

38. Early Retirement Subsidy Upon Plan Termination

    By Guest amboyd, June 14, 2001
    • 15 replies
    • 7.1k views
    • 
    • Guest
    • December 28, 2010

39. Form 501

    By Guest DBStudentAct, December 27, 2010
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • December 27, 2010

40. Cash Balance: Maximum deduction after 10 years

    By retbenser, December 23, 2010
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • December 24, 2010

41. Average Benefit Percentage Test and Imputing Permitted Disparity

    By Guest ckharper, December 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • December 23, 2010

42. Deductible Contribution to DB plan after year of plan termination

    By YankeeFan, December 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 23, 2010

43. Normal ret age amendment

    By Gary, December 22, 2010
    • 6 replies
    • 1.3k views
    • 
    • Gary
    • December 23, 2010

44. Accrual rules - new plan

    By AndyH, December 22, 2010
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • December 23, 2010

45. rmd for dead owner

    By abanky, August 31, 2010
    • 5 replies
    • 1.4k views
    • 
    • abanky
    • December 23, 2010

46. Deduction when fiscal year and plan year are different periods

    By Calavera, May 22, 2009
    • 9 replies
    • 5.1k views
    • 
    • carrots
    • December 22, 2010

47. Top Heavy Vesting In Frozen Plan

    By mming, July 20, 2009
    • 8 replies
    • 2.7k views
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    • SoCalActuary
    • December 22, 2010

48. Halting pension payments

    By dmwe, December 21, 2010
    • 4 replies
    • 1.5k views
    • 
    • dmwe
    • December 22, 2010

49. new plan for old service

    By Effen, December 22, 2010
    • 1 reply
    • 950 views
    • 
    • Andy the Actuary
    • December 22, 2010

50. In-Service Distribution

    By Dougsbpc, December 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • December 22, 2010